Front Office Assistant

Job Title: Front Office Assistant
Location: Lucknow
Company: Agriya Investments (Mutual Fund & Insurance Distributor)

About Us

Agriya Investments is a trusted distributor of mutual funds and insurance products, dedicated to helping clients achieve their financial goals. We pride ourselves on providing personalized financial solutions with professionalism, integrity, and care.

Position Overview

We are looking for a smart, organized, and customer-oriented Front Office Assistant to join our team. The role involves managing the reception area, assisting clients, handling basic administrative tasks, and providing support to the operations team.

Key Responsibilities

• Greet and welcome clients in a professional and courteous manner.
• Handle incoming calls, emails, and inquiries, and route them appropriately.
• Maintain client records, documentation, and basic data entry.
• Assist in scheduling client meetings and preparing necessary documents.
• Provide initial information to clients regarding mutual funds and insurance services (no advisory role).
• Coordinate with internal teams for smooth client servicing.
• Manage office supplies, filing, and general administrative duties.

Qualifications & Skills

• Minimum education: Graduate (preferably in Commerce/Finance, but not mandatory).
• Prior experience in front office/reception/administration preferred.
• Good communication skills in English and Hindi.
• Proficiency in MS Office (Word, Excel, Outlook).
• Pleasant personality with strong interpersonal skills.
• Ability to multitask and work with attention to detail.

What We Offer

• A supportive and professional work environment.
• Opportunities to learn about mutual funds and insurance operations.
• Competitive salary with performance-based growth.

How to Apply

Interested candidates can send their resume to [tanvi_dubey15@yahoo.com] or call us at [09695886677].

Agriya Investments – Balancing Investments by Managing Emotions.

Job Types: Full-time, Permanent, Fresher

Pay: ₹12,000.00 - ₹15,000.00 per month

Benefits:

• Cell phone reimbursement
• Paid sick time
• Paid time off

Work Location: In person